Security and safeguarding client data are at the forefront of everything we do. We utilize technology to give our clients a great experience and to continuously add value without increasing fees. Protecting client nonpublic personal information is our top priority when choosing technical solutions and integration partners. This allows our team to deepen levels of engagement and deliver the right services to clients in a very personalized way. 

System security and safeguarding client data is a main priority of our team. We follow our Written Information Security Program (WISP) and company policies and procedures to ensure we maintain a strong security posture. Multiple times a year we test our Disaster Recovery and Business Continuity Plans to attest we can securely maintain daily business operations when an incident or event occurs. Our staff is trained in cybersecurity awareness to help assure your Personal Identifiable Information (PII) remains safeguarded. Finally, we offer cybersecurity awareness education to our clients to ensure they remain digitally secure in their personal online actions.